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Menu
  • Home
  • Knowledge Base
  • Symbiant Website
  • Changelog
  • Submit A Ticket
  • My Support Tickets
  • Home
  • Knowledge Base
  • Symbiant Website
  • Changelog
  • Submit A Ticket
  • My Support Tickets
Menu
  • Home
  • Knowledge Base
  • Symbiant Website
  • Changelog
  • Submit A Ticket
  • My Support Tickets

Symbiant One Knowledge Base

Navigation & Accessibility

  • System Navigation Overview
  • Dashboard Layout Tools
  • Filtering Data
  • Advanced Filtering

User Basics

  • Adding a Record
  • Adding an Attachment
  • Editing a Record
  • Deleting a Record (Archiving)
  • Resetting your Password
  • Generating A Report
  • Filtering on Reports
  • Linking Records Between Modules
  • Reviews & Actions

Risk Register Basics

  • Scoring a Risk
  • Risk Score Aggregation
  • Risk Relations
  • Risk Flows
  • Risk Bow Tie

Control Basics

  • Adding a Control Policy
  • Attaching a Policy to a Control
  • Attaching a Control to a Risk
  • Control Weightings
  • Activating/Deactivating a Control

Audit Basics

  • Creating an Audit Entity
  • Creating an Audit Issue Report
  • Creating an Audit Issue (Audit Tracker)
  • Generating an Audit Report

Working Paper Basics

  • Creating a Working Paper
  • Accessing Linked Records Inside a Working Paper
  • Adding an Audit Plan
  • Adding Time Sheets
  • Adding an Assessment (Surveys & Questionnaires)
  • Generating a Working Paper Report

Risk FAQ

  • What is DFA?
  • Why are some Risks highlighted in Red?

Admin Basics

  • Setup Mode
  • Managing Drop Downs and Multi Selects
  • Resetting a User’s Password
  • Database History & Restoring Historical Records
  • Restoring a Deleted Record (Archived)
  • Email Log Viewer
  • Translators – Universal Name Changing & Language Packs
  • System Menu Layout & Options

Importing Data

  • Preparing Data for Import
  • Importing Data (Generic)
  • Importing Data (Risk Register Specific)
  • Importing Users
  • Importing Divisions

Exporting Data

  • Exporting Dashboard Data
  • Exporting Divisions
  • Generating System User Details Report

Reporting Suite Tutorial

  • Creating a Word Report (Basic Data Output)
  • Creating an Excel Report (Basic Data Output)
  • Creating a PowerPoint Report (Basic Data Output)
  • Creating an Excel Tabular Report (Perfect for CSV)
  • Creating an Excel Audit Report (Audit Log Of Changes)
  • Adding a new column to an Excel Report
  • Removing a column in an Excel Report
  • Creating an Advanced Word Report (Adding Functions)
  • Advanced Report Coding (Using Owners, Divisions & Assignees in a Report)
  • Advanced Filtering on Reports (Filtering Via Code)

System Views

  • System Views (Quick Explainer)
  • Creating Your Own Custom Views
  • View Editor Tool Overview
  • Editing a View
  • Loading/Saving a Particular Users View
  • Adding a Grid Column
  • Adding Help Tips & Placeholder text

Automated Emails (Task Based)

  • Creating an Automated Email – When a record is Created
  • Creating an Automated Email – When a record is Updated
  • Creating an Automated Email – When a record is Deleted

Automated Email Reminders (Time Based)

  • Creating an Automated Email Reminder – When a Record is Due

Advanced System Functionality

  • Symbiant API

System Errors

  • System Error Messages

Admin FAQ

  • How do I view my current Licensed seats?
  • What are the differences between dropdown options? (E.g. Type & Category)

Admin Risk FAQ

  • Why are new risks not showing up?

System Setup

  • Creating Divisions
  • Creating Users
  • Assigning Roles & Divisions

SAML Single Sign On

  • Setting up Azure SAML
  • Enabling SAML for Users in Symbiant

Risk Registers (System Setup)

  • Creating a Risk Register
  • Modifying a Risk Score Set
  • Template Risk Score Sets
  • Editing a Guidance Tab (E.g. Impact Guidance)

System FAQ

  • What is SaaS?
  • Where is Our Data Center?
  • How Secure is Your Data?

Account FAQ

  • What are License Seats?
  • Can we Cancel or Upgrade at anytime?
  • Home
  • Knowledge Base
  • Admin Basics
  • System Menu Layout & Options

System Menu Layout & Options

Table of Contents
  • Accessing the Menu
  • Moving Menu Elements
  • Adding a Menu Element
    • Module
    • Adding Sub Module Item
  • Removing a Menu Element
  • Adding your Own Company Logo
    • Reverting a Custom Logo
  • Changing the Help Button Link
  • Refreshing the Menu

How to change the Systems Menu Layout & Options

(Critical Note: These changes are System Wide and will affect ALL users)

Accessing the Menu #

Navigate to Setup by selecting the spanner at the bottom left,

Select Menu,

Moving Menu Elements #

Click and Drag it to the position you wish to place it,

Ensure you save at the top right once finished,

Adding a Menu Element #

Module #

To add a Module select the Plus under Reports

Search for Modules/ and select the tick box to add the Module

Adding Sub Module Item #

Select the Plus next to a Module,

Search for the element you wish to add, and select the tick box next to it,

(Note: Selecting multiple items will add them in the order you selected them)

Ensure you save at the top right once finished,

Removing a Menu Element #

Select the Minus icon next to any element on the menu,

Ensure you save at the top right once finished,

Adding your Own Company Logo #

If you wish to add your own company logo branding to the System (Replacing the Symbiant Logo),

Upload your own logo from the right side options, Ensure it is of good quality and sizing!

Reverting a Custom Logo #

If you want to revert back to the default Symbiant Logo, select the Revert to Default button,

Ensure you save at the top right once finished,

Changing the Help Button Link #

If you wish to change the Help Button (At the Bottom Left) URL you can add any custom URL of your choice from the right side options,

By default it will navigate to this help guide!

Ensure you save at the top right once finished,

Refreshing the Menu #

Once you have changed anything within the Menu and Saved, you must refresh your System Cache to do this,

Select Sign Out at the bottom left, and log back in to the system, your menu changes will now be present.

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Updated on June 22, 2022
Translators – Universal Name Changing & Language Packs
Table of Contents
  • Accessing the Menu
  • Moving Menu Elements
  • Adding a Menu Element
    • Module
    • Adding Sub Module Item
  • Removing a Menu Element
  • Adding your Own Company Logo
    • Reverting a Custom Logo
  • Changing the Help Button Link
  • Refreshing the Menu
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Telephone Numbers

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  • Support - 020 3821 1993 option 2
  • USA - 347 991 7130

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  • Symbiant Website
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